Comprehensive planning for families with a member living with a disability:
Preparation of Legal Documents (wills, trusts, special needs trusts); Advice and guidance on Government Benefits (Social Security and Medicaid);
Financial / Budgeting (strategies to fund special needs trust to generate supplemental income); and Lifestyle Planning – the Letter of Intent.
As a non-profit organization, the Special Needs Project for Education and Advocacy, conducts free workshops on Special Needs Planning for parents and caregivers. Provides services for all ages. States licensed in: Arizona and California. Main office Scottsdale AZ. Branches in Thousand Oaks CA and Studio City CA.